UMB Bank’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

UMB Bank’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$158K	Sell	4,840 -1,316	-21%	-$45K	﹤0.01%	819
2026 Q2	$222K	Buy	6,156 +2,704	+78%	+$89.4K	﹤0.01%	708
2026 Q1	$100K	Buy	3,452 +852	+33%	+$25.5K	﹤0.01%	971
2025 Q4	$74K	Hold	2,600	–	–	﹤0.01%	1084
2025 Q3	$72.5K	Hold	2,600	–	–	﹤0.01%	998
2025 Q2	$65.8K	Hold	2,600	–	–	﹤0.01%	1013
2025 Q1	$60.9K	Hold	2,600	–	–	﹤0.01%	970
2024 Q4	$67.2K	Hold	2,600	–	–	﹤0.01%	796
2024 Q3	$67K	Sell	2,600 -1,356	-34%	-$33.7K	﹤0.01%	795
2024 Q2	$93.9K	Sell	3,956 -1,830	-32%	-$43.4K	﹤0.01%	699
2024 Q1	$142K	Buy	5,786 +1,830	+46%	+$42.9K	﹤0.01%	632
2023 Q4	$93.4K	Hold	3,956	–	–	﹤0.01%	712
2023 Q3	$81.9K	Hold	3,956	–	–	﹤0.01%	725
2023 Q2	$86.6K	Hold	3,956	–	–	﹤0.01%	725
2023 Q1	$82.9K	Hold	3,956	–	–	﹤0.01%	734
2022 Q4	$80K	Hold	3,956	–	–	﹤0.01%	743
2022 Q3	$75K	Sell	3,956 -6,728	-63%	-$141K	﹤0.01%	779
2022 Q2	$208K	Hold	10,684	–	–	﹤0.01%	620
2022 Q1	$253K	Sell	10,684 -2,336	-18%	-$55.1K	﹤0.01%	611
2021 Q4	$333K	Buy	+13,020	New	+$337K	﹤0.01%	568

Other funds holding SCHA

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

UMB Bank's SCHA Position: Q3 2026 in Review

UMB Bank reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 21% in Q3 2026, selling an estimated $45K and leaving 4,840 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

UMB Bank first reported a position in SCHA in Q4 2021 and has held it in 20 quarters since. The position peaked at $333K in Q4 2021. 987 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

UMB Bank held 4,840 shares of Schwab U.S Small- Cap ETF worth $158K as of Q3 2026.
UMB Bank sold 1,316 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $45K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #819 holding.
UMB Bank first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 20 quarters since.
UMB Bank's Schwab U.S Small- Cap ETF position peaked at $333K in Q4 2021.
987 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.